Novi, MICIK 19822734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
988 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 162.1K | $56.12M | 5.3% | −5.9K | Reduced |
| 2 | Apple Inc | 202.4K | $55.02M | 5.2% | −2.4K | Reduced |
| 3 | Alphabet Inc | 129.8K | $40.61M | 3.8% | −4.6K | Reduced |
| 4 | Microsoft Corp |
| 81.7K |
| $39.52M |
| 3.7% |
| −173 |
| Reduced |
| 5 | Nvidia Corporation | 199.3K | $37.18M | 3.5% | −1.2K | Reduced |
| 6 | Jpmorgan Chase & Co. | 110.1K | $35.48M | 3.3% | −1.8K | Reduced |
| 7 | Meta Platforms Inc | 40.9K | $26.97M | 2.5% | −1.0K | Reduced |
| 8 | Lam Research Corp | 152.2K | $26.05M | 2.5% | −4.5K | Reduced |
| 9 | Walmart Inc | 218.4K | $24.33M | 2.3% | −1.7K | Reduced |
| 10 | Qualcomm Inc | 120.0K | $20.52M | 1.9% | −3.3K | Reduced |
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